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Atomi Financial Group’s BWX Technologies BWXT Stock Holding History

Atomi Financial Group’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$428K Sell
2,199
-83
-4% -$17.3K 0.01% 846
2026
Q1 		$467K Buy
2,282
+400
+21% +$81.2K 0.01% 742
2025
Q4 		$325K Buy
1,882
+198
+12% +$37.1K 0.01% 894
2025
Q3 		$311K Buy
+1,684
New +$271K 0.01% 868

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atomi Financial Group's BWXT Position: Q2 2026 in Review

Atomi Financial Group reduced its BWX Technologies (BWXT) stake by 3.6% in Q2 2026, selling an estimated $17.3K and leaving 2,199 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #846.

Atomi Financial Group first reported a position in BWXT in Q3 2025 and has held it in 4 quarters since. The position peaked at $467K in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Atomi Financial Group held 2,199 shares of BWX Technologies worth $428K as of Q2 2026.
  • Atomi Financial Group sold 83 BWX Technologies shares in Q2 2026, an estimated $17.3K.
  • BWX Technologies made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #846 holding.
  • Atomi Financial Group first reported a position in BWX Technologies in Q3 2025 and has held it in 4 quarters since.
  • Atomi Financial Group's BWX Technologies position peaked at $467K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.